See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,527 | $214,378-4.1% | $200,582+2.5% | $142,382+44.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.67% | 46.41%-36.7pp | 42.33%-32.7pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,647 | $6,841-61.3% | $6,419-58.8% | $4,299-38.4% |
| Participant deferral / active EE | $9,243 | $9,865-6.3% | $9,331-0.9% | $6,507+42.0% |
| Admin fee / account holder | $5,001 | $17,692-71.7% | $16,305-69.3% | $12,624-60.4% |